证券之星消息，1月9日通信服务板块较上一交易日上涨3.11%，会畅科技领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 300578 | 会物科技 | 24.85 | 19.99% | | 53.60万 | 12.55 Z | | 300442 | 润泽科技 | 69.20 | 15.70% | | 113.91万 | 76.60亿 | | 300738 | 奥飞数据 | 22.85 | 10.33% | | 158.04万 | 35.74亿 | | 002115 | 三维通信 | 14.72 | 10.01% | | 226.86万 | 31.42亿 | | 300383 | 光环新网 | 15.13 | 6.03% | | 190.02万 | 28.64亿 | | 301382 | 蜂助手 | 38.23 | 5.93% | | 26.26万 ...

需求：国内CSP大厂资本开支滞后海外约一年，26年或为国内Capex投入大年 随着国产芯片厂商逐步推出下一代高性能AI芯片，以及先进逻辑芯片产能快速扩张，国产算力芯片自 给率逐步提升。根据Bernstein预测，2025年我国芯片自给率仅为58%，而2028年或达93%。海外来看， 25年12月，特朗普在社交媒体宣布，美国或向中国大陆等地区客户出口H200产品。 中邮证券主要观点如下： 供需格局改善下，大厂IDC有望迎来订单修复、上架提升 中邮证券认为，在AI驱动的新增需求与政策支持共同作用下，IDC行业有望迎来供需格局改善：一端是 大厂Capex回流至AI、国产算力接受度上升与NV高端芯片边际改善有望带动的招投标重启与大单落 地；另一端是能评审批谨慎、核心区位资源稀缺使新增无序供给显著放缓。由此，2026年有望进入订单 修复—集中交付—上架率提升—利润释放的兑现期，行业利用率与价格信号或同步改善，估值具备由底 部向常态区间回归的条件。 金融时报报道称，字节跳动已做出初步规划，2026年资本开支拟达到约1600亿元人民币，高于2025年约 1500亿元人民币的投入。字节的AI芯片预算约为850亿元人民币，并已 ...

Group 1: Market Performance - Yidian Daxia saw a 20.00% increase, reaching a total market value of 24.9 billion [1] - Runze Technology increased by 15.53%, with a total market value of 112.9 billion [1] - Tax Friend Co. experienced a 10.00% rise, totaling 28.9 billion in market value [1] - Other notable increases include Pao Fei Data at 9.71%, Shenxinfu at 8.30%, and Kexin Technology at 8.27% [1] Group 2: Policy and Industry Trends - The Ministry of Industry and Information Technology (MIIT) issued a directive to promote the integration of AI and manufacturing, aiming for the deep application of 3-5 general models in manufacturing by 2027 [2] - The MIIT's plan includes the development of 1,000 high-level industrial intelligent entities and the creation of 100 high-quality datasets in industrial sectors [2] - The push for AI applications is expected to drive demand for domestic AI computing power, with a potential rebound in AIDC tenders [2] Group 3: Data Center and AI Infrastructure - Data centers are identified as the core infrastructure for AI, with a high demand driving growth in the IDC industry [2] - The integration of industrial internet and AI is being accelerated, with encouragement for public computing service providers to support industrial enterprises [2] - North America and China are highlighted as key growth regions for computing power, with significant projects still pending in overseas markets [2] Group 4: Investment Opportunities - The Huabao Big Data ETF tracks the CSI Big Data Industry Index, focusing on sectors like data centers and cloud computing [3] - Key stocks in the ETF include Zhongke Shuguang, Keda Xunfei, and Unisplendour, which are positioned for growth in the technology self-reliance trend [3] - The emphasis on technology-driven production and digital productivity is expected to accelerate the domestic substitution process [6]

Industry Investment Rating - The industry investment rating is maintained at "Outperform the Market" [2] Core Insights - The report highlights that major domestic companies are accelerating their capital expenditures, with ByteDance planning to invest approximately 160 billion RMB in 2026, up from 150 billion RMB in 2025. This increase is expected to drive demand for AI chips and related infrastructure [5] - The supply side is improving as domestic chip manufacturers enhance their self-sufficiency rates, with predictions indicating that China's chip self-sufficiency rate could rise from 58% in 2025 to 93% by 2028. Additionally, the potential easing of restrictions on NVIDIA's H200 products may alleviate the current supply constraints [6] - The report anticipates a recovery in order volumes for IDC (Internet Data Center) companies due to improved supply-demand dynamics driven by AI demand and policy support. This recovery is expected to lead to increased utilization rates and price signals, allowing for a return to normal valuation ranges [7] Summary by Sections Industry Overview - The closing index level is reported at 5425.46, with a 52-week high of 5841.52 and a low of 3966.07 [2] Demand and Supply Dynamics - Domestic CSP (Cloud Service Provider) companies are expected to see a significant increase in capital expenditures in 2026, with major players like ByteDance and Alibaba leading the charge [5] - The self-sufficiency of domestic AI chips is on the rise, with forecasts indicating substantial improvements in the coming years [6] Investment Recommendations - The report suggests focusing on IDC companies with strong regional positioning and resource reserves, including companies like Runjian Co., Dongyangguang, and Century Internet [8]

Group 1 - The core viewpoint of the news is the significant surge in AI applications, particularly in the entrepreneurial board, with notable stock performances and ETF growth [1][2] - The entrepreneurial board AI index has seen a cumulative increase of over 114% from January 1, 2025, to January 7, 2026, outperforming other AI-themed indices [2] - The AI market is expected to experience rapid growth in consumer penetration, with major players like Doubao and DeepSeek leading in weekly active users [1][2] Group 2 - The competition for consumer traffic in AI applications is anticipated to be a key focus in 2026, with a potential explosion in multimodal applications [2] - The entrepreneurial board AI ETF (159363) is highlighted as the first of its kind, focusing on leading companies in the optical module sector and AI applications [3] - The AI industry is projected to continue its positive development supported by policies and capital market investments, fostering innovation in domestic AI [2]

Group 1 - The core viewpoint of the news is the significant surge in AI applications, particularly in the ChiNext market, with notable stock performances and the launch of an AI-focused ETF [1][7] - The ChiNext AI index has shown a cumulative increase of over 114% from January 1, 2025, to January 7, 2026, outperforming other AI-themed indices [3][9] - Key stocks such as Yidian Tianxia and Kunlun Wanwei have seen substantial gains, with Yidian Tianxia hitting the daily limit up of 20% [1][7] Group 2 - The penetration of AI applications in consumer sectors is rapidly advancing, with the native AI market leader, Doubao, achieving 155 million weekly active users [3][9] - Multiple institutions predict a high certainty of prosperity for large models in 2026, with competition for consumer-facing traffic being a central focus for AI applications next year [3][9] - The AI industry is expected to continue its healthy development, supported by policies and capital market investments, which will accelerate the innovation cycle of domestic AI [3][9] Group 3 - The first ChiNext AI ETF (159363) is highlighted as a key investment opportunity, with over 70% of its portfolio allocated to computing power and more than 20% to AI applications [4][11] - The ETF aims to efficiently capture the AI thematic market trends, focusing on leading companies in the computing power sector [4][11] - The ChiNext AI index has shown annual returns of 106.35% in 2025, indicating strong performance in the AI sector [10]

Group 1 - The AI software sector is experiencing significant growth, with the China Securities Cloud Computing and Big Data Theme Index rising by 2.57% as of January 9, 2026, and the Cloud Computing 50 ETF increasing by 2.62% [1] - The Cloud Computing 50 ETF has seen a net inflow of 31.02 million yuan, indicating strong investor interest [1] - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion on "Artificial Intelligence + Manufacturing," aiming to promote deep integration of AI technology and manufacturing by 2027 [1] Group 2 - As of January 8, 2026, the Cloud Computing 50 ETF has a maximum drawdown of 0.35% this year, indicating low drawdown risk [2] - The Cloud Computing 50 ETF closely tracks the China Securities Cloud Computing and Big Data Theme Index, which includes 50 companies involved in cloud computing and big data services [2] - The top ten weighted stocks in the index account for 50.01% of the total, with notable companies including iFlytek, Kingsoft Office, and Zhongji Xuchuang [2]

截至2026年1月9日午间收盘，创业板人工智能ETF南方(159382)一度涨近2%，现涨1.20%，换手3.81%， 成交6817.26万元。跟踪指数创业板人工智能指数成分股易点天下上涨20.00%，润泽科技上涨15.32%， 航宇微上涨9.27%，奥飞数据，蓝色光标等个股跟涨。 消息面上，1月7日，工业和信息化部等八部门联合印发《"人工智能+制造"专项行动实施意见》。《意 见》提出的目标是，到2027年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳 居世界前列。推动3-5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型，推出1000 个高水平工业智能体，打造100个工业领域高质量数据集，推广500个典型应用场景。培育2-3家具有全 球影响力的生态主导型企业和一批专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商， 选树1000家标杆企业。建成全球领先的开源开放生态，安全治理能力全面提升，为人工智能发展贡献中 国方案。 AI技术正加速向制造业渗透，推动产业由"数字化"迈向"智能化"。银河证券指出，"人工智能+制造"专 项行动的实施标志着政策重心转向大模型、智能体等先进 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report emphasizes the positive outlook for the AI industry, particularly in the context of the "AI + Manufacturing" initiative launched by the Ministry of Industry and Information Technology, which aims to promote deep integration of AI technology in manufacturing by 2027 [4] - The report highlights a potential recovery in domestic AIDC (Artificial Intelligence Data Center) bidding, indicating an increase in demand for domestic AI computing power [5] - Century Internet's financial performance shows significant growth, with a 21.7% year-on-year revenue increase in Q3 2025, suggesting a continued recovery in the AIDC sector [6] Summary by Sections AI Industry Development - The report notes that the government is actively promoting AI applications, which is expected to drive demand for domestic AI computing power [4] - The focus is on three core areas: AIDC, network endpoints, and computing endpoints, with specific recommended stocks for each segment [7] Financial Performance Indicators - Alibaba's capital expenditure for FY2026 Q2 reached 31.501 billion yuan, a year-on-year increase of 80.1%, indicating strong investment in AI cloud computing infrastructure [5] - Century Internet reported a total revenue of 2.58 billion yuan in Q3 2025, with adjusted EBITDA growing by 27.5% year-on-year, reflecting robust operational performance [6] Recommended Stocks - For AIDC data centers, recommended stocks include: Guanghuan New Network, Aofei Data, and others [7] - For AIDC liquid cooling and power supply, recommended stocks include: Yingweike and others [7] - For network endpoints, recommended stocks include: Zhongji Xuchuang, and others [7] - For computing endpoints, recommended stocks include: Oulutong, and others [7]

（文章来源：每日经济新闻） 每经AI快讯，1月9日，云计算指数盘中拉升，龙头股表现突出，琏升科技涨逾19%，奥飞数据涨超 11%，亚信安全涨8%，光环新网、东软集团等涨超5%。 ...